See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,679 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,423 | $100,923-40.1% | $150,045-59.7% | $74,304-18.7% |
| Participation rate | 92.8% | 70.1%+22.7pp | 82.3%+10.4pp | 60.3%+32.4pp |
| Annual return | 18.35% | 51.77%-33.4pp | 62.55%-44.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $4,180 | $3,463+20.7% | $4,693-10.9% | $2,241+86.5% |
| Participant deferral / active EE | $8,186 | $6,709+22.0% | $7,997+2.4% | $3,767+117.3% |
| Admin fee / account holder | $19 | $2,767-99.3% | $13,435-99.9% | $2,969-99.3% |